30-Minute Thursday # 8 - Estate Planning
Do you struggle to understand the intricacies of Estate Planning? Well, you are not alone. Join Financial Advisors, Michael Sears, Seth Morris, and guest speaker, Chase Morris, J.D., as they delve into the 6 Key Estate Planning Documents.
Knowing you have a properly prepared plan in place—one that contains your instructions and will protect your family—will give you and your family peace of mind.
Chase Morris or Olson & Hogan, P.C. is not affiliated with Sears Wealth Management or AEWM. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. Sears Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sears Wealth Management are not affiliated companies. 01018123 08/21
